Position in NET
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$35,095,338
-$3,912,761 QoQ
Shares Held
170,085
-14.0% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 78.69477026192786.ToString("F0")%
Shared 0.ToString("F0")%
None 21.30522973807214.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026BLAIR WILLIAM & CO/IL holds $1,892,919,999 across 41 Software - Infrastructure names. NET ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,498,110 | $1,294,895,378 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,304,858 | $209,194,834 | |
| 3 | MDB |
MongoDB, Inc.
|
270,982 | $66,328,264 | |
| 4 | ORCL |
Oracle Corp
|
351,104 | $51,650,909 | |
| 5 | TOST |
Toast, Inc.
|
1,539,203 | $40,804,271 | |
| 6 | DOCN |
DigitalOcean Holdings, Inc.
|
426,570 | $36,591,174 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
170,085 | $35,095,338 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
225,694 | $33,014,518 |
All Filings in NET
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,095,338 | 170,085 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $39,008,099 | 197,860 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $43,375,935 | 202,134 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $39,406,675 | 201,229 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,324,231 | 20,625 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $527,524 | 4,899 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,625,770 | 32,461 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,722,207 | 32,865 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,109,501 | 32,113 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,823,762 | 33,915 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,656,442 | 42,139 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,937,466 | 44,936 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,945,929 | 47,777 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,224,784 | 49,210 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,964,118 | 53,591 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,840,431 | 42,067 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $6,104,221 | 50,996 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,780,403 | 51,562 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,602,647 | 49,735 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,295,598 | 50,034 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,171,044 | 45,133 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,334,821 | 43,885 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||